Senior Wealth Advisor & Client Relationship Lead
Listed on 2026-10-07
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Banking & Finance
Citigroup Inc. in Milpitas, California seeks a Sr. Analyst for Wealth Relationship Management (Branch). This seasoned professional will apply in-depth knowledge to develop new techniques and improve processes, and to lead and coach teams as needed.
The role emphasizes client relationship management, financial planning, and regulatory compliance within Citi’s Private Client Coverage. Strong communication and analytical skills are required, with FINRA and mortgage licensing prerequisites.
The Senior Wealth Advisor & Client Relationship Lead role at Citigroup Inc. is now open for applications in Milpitas, CA, United States.
We appreciate your interest in this position.
Join Citigroup Inc. and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Senior Wealth Advisor & Client Relationship Lead role at Citigroup Inc., based in Milpitas, CA, United States.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).